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Investment Thesis

Three to four point summary of the investment thesis highlighting the business opportunity

Company Overview

  • What it sells: the type of products and services
  • How it sells: sales channels, direct, wholesale retail, catalog, contracts with key customers, distribution, brokerage, payment, etc.
  • Who it sells to: market segments, types of customers, geographies, etc.
  • Why it sells: Describe the market opportunity and growth potential for the company
  • Success stories: “timeline” of key events in the evolution or the history of the company

The strategy

  • Describe the differentiating factors for why the company is unique (key success factors, patents, trademarks, top-of-mind, specific quality, access to suppliers, etc.)
  • Name and status of key competitors and why the company is better or where the company can improve
  • Total market size and the market share the company represents

The team

  • Name of the founders, partners, key managers
  • Who are they, their experience, and what each brings the company
  • Total number of employees

The opportunity

  • Provide summary of any strategic alliances
  • Summary of funding sources (debt, equity, mezzanine, etc.) for capitalization
  • Detailed table of sources and uses of funds
  • Summary table of expected return to investors, IRR, valuation, etc.

The exit strategy

Describe the “exit strategy” (i.e. how investors will recover their money)

  • Sale to a foreign / multinational group
  • Repurchases by the original partners
  • Accumulation of dividends
  • Strategic sale to regional partner or competitor
  • Sale to a company seeking vertical integration or diversification

Key information

Describe the “exit strategy” (i.e. how investors will recover their money)

  • Financial (Three years of historical results if available and three years projected)
    • Income Statement: Revenue, Gross Profit, EBITDA, Net Income
    • Balance Sheet: Net Debt (Long term, short term, mortgage, etc.), Inventory, Accounts Receivable, and Accounts Payable
    • Cash Flow: Operations, Financing, Investments
  • Operational: Units, productivity, number of employees, branches, stores, number of rooms, data relevant to the industry
  • Note: Provide explanation of key assumptions and metrics


Address, telephone, and email contacts